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To: Ed Forrest who wrote (42111)	11/2/2000 5:51:10 PM
From: The Phoenix	Respond to of 77400

Looks like the French still don't get it when it comes to partnering. I thought ALA had a partnership with JNPR. This is going to create some trust problems at best. www2.lightreading.com Alcatel Takes On Juniper Alcatel SA (NYSE: ALA: Paris: CGEP:PA) is turning partners into competitors as it introduces two new routers today: the 7770 Routing Core Platform and 7420 Edge Services router (see Alcatel Boxes Clever ). In spite of being a Juniper Networks Inc. (Nasdaq: JNPR) reseller, Alcatel is aiming its terabit router at Juniper’s core product, the M160, and it’s pitting the new 7240 against Juniper’s M5 and M10 edge routers. It wasn’t too long ago that Alcatel also had reseller agreements with Cisco Systems Inc. (Nasdaq: CSCO), the dominant vendor in the router market. Back in the mid-1990s the company resold Cisco routers as part of its turnkey solutions. “We’ll maintain our relationship with Juniper,” says Yves LeMaiter, VP of marketing and business development for core data products at Alcatel. “But for a large, scaleable router we will propose the 7770 instead.” Alcatel has wanted its own routing products both in the core and at the edge for sometime. Back in 1999 the company bought Xylan and Packet Engines, two enterprise switching vendors, and it's combined the IP expertise in these two companies with knowledge from its optical group to build its own terabit router. Go to URL for - more -

To: Ed Forrest who wrote (42111)	11/2/2000 6:03:46 PM
From: The Phoenix	Respond to of 77400

Whhoooops!! More facts dispelling the analysts so-called "slow-down" theory. What I have noticed is more and more analysts (during the past day or two) getting bullish on technology all the sudden. Maybe they think they've played this card out? Cat's out of the bag. dailynews.yahoo.com Thursday November 2 5:41 PM ET Global Chip Sales $18.4 Billion in September By Duncan Martell SAN FRANCISCO (Reuters) - Worldwide sales of semiconductors rose 45 percent to a record $18.4 billion in September, spurred by demand for telecommunications and consumer products and the rapid growth of the Internet, according to the Semiconductor Industry Association. That was an increase from $12.7 billion in September 1999, the SIA said. The group said that the industry remains on track to register 37 percent growth in 2000 to $205 billion. ``Demand remains robust for chips used in the Internet and in telecommunications and consumer products,'' said George Scalise, SIA president. The increase came in all geographical regions, with the wired, wireless and Internet infrastructure markets experiencing the greatest growth in demand, the SIA said. The Japanese market grew 51.2 percent and the Asia-Pacific market 46.6 percent. The Americas market rose 46.2 percent and the European market 35.9 percent, the SIA said. Thursday's numbers come a day after the SIA issued its closely watched annual forecast covering the next three years. By 2003, global chip sales are expected to reach $319 billion and echoes bullish comments by others in the industry. Craig Barrett, Intel Corp.'s president and chief executive, said in a presentation to analysts on Wednesday that sales of its networking, communications and wireless chips and related products were growing roughly 50 percent or more a year. Sales in its core business, microprocessors, are expected to rise roughly 10 percent in 2001. While not commenting directly on the SIA forecast, an Intel spokesman said, ``When you look at the SIA numbers and Intel's performance, we're on track to report our third consecutive quarter of record revenues -- all of this seems consistent with what the SIA was saying.'' The SIA's Global Sales Report is a three-month moving average of sales activity. The GSR is tabulated by the World Semiconductor Trade Statistics (WSTS) organization, which represents about 70 companies. The moving average is a mathematical smoothing technique that mitigates variations due to companies' monthly financial calendars. The Philadelphia Semiconductor Index rose 18.72, or 2.6 percent, to 732.7 on Thursday, helped by a modest rally in Intel shares, which tacked on $1-13/16, or 4 percent, to $46-11/16 on the Nasdaq.